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Dewayne W

CFP®, Series 66

Tulsa, OK

Edward Jones

Dewayne Willis is a CFP®-certified financial advisor with Edward Jones in Tulsa, OK, bringing 10 years of industry experience, all with the firm since 2016. Outside of his advisory role, he is involved in managing a family trust that owns residential rental properties, occasionally performing property improvements. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Samantha B

Series 66

Tulsa, OK

Edward Jones

Samantha Bates is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation. She has one year of experience in the industry and previously worked at Axxess Consulting, Hospice Pharmacy Solutions, and Palliative Drug Care. Outside of advisory work, she is a partner in Brax LLC, a business established with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner Doctor or Medical Professional Women Professionals
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